Relationship Manager- CASA
6 days ago
Job Description for Relationship Manager-Insignia Preferred Banking
Position Purpose:
To generate revenue, from sourcing new to bank relationships
from identified verticals and by cross selling of Wealth and
business banking products to individuals and business owners
Responsibilities:
- Increasing the Liability book and Investment AUM portfolio size
through, deepening and new acquisition.
- Revenue generation through cross sell of business banking and
wealth products like Trade Forex, Insurance, Investments, Retail
Assets etc.
Ensure quality of sourcing by acquiring Potential Insignia Clients.
Acquiring and managing both business, individual (resident and
NRI) clients.
- Increase product penetration and exit barriers, by cross- selling
more number of products per client.
- Performing Portfolio
allocations, reviews & financial check-ups for each client at
defined frequency.
- Collaboration with product specialists to ensure engagement of
clients with superior and tailored wealth management and
business banking solutions.
- Work in close coordination with Client Experience Managers to
deliver superior service to clients.
Ensuring adherence to Compliance processes and guidelines.
Reduce rejection rates and improve quality of documentation.
Ensuring 360 client engagement "Total Client Ownership".
Qualification: Graduate
Work Experience:
5+ years
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years
-
CASA Sales
1 week ago
Chennai, Tamil Nadu, India Vibgyor Concepts Full time ₹ 2,00,000 - ₹ 12,00,000 per yearOverview: The role of CASA (Current Account and Savings Account) Sales is crucial within our organization as it involves driving the acquisition and growth of CASA accounts, which are key to the bank's deposit base. The position plays a vital part in the bank's revenue generation and customer relationship management initiatives.Key Responsibilities:Identify...
-
CASA SALES OFFICER
19 hours ago
Hyderabad, India Jayanth Technologies Private Limited Full timeJob Description Roles Vacant: Business Development Officer CASA CASA & branch banking product field sales Relationship Officer Current Account Current Account & CASA product field sales Premium Acquisition Manager CASA HNI product field sales Relationship Officer Gold Loan Profile & eligibility: Full Time Graduate (10+2+3/10+2+4) in regular college 1-5 years...
-
Bdo Casa
2 days ago
Bengaluru, Karnataka, India Araca Solutions Full time**Posting Title**: BDO CASA **CTC**: 2.5 LPA to 4 LPA **Experience**: 1 + **Location**: Bangalore **Work mode**: On-site **Primary skills**: CASA, CASA Sales, Retail banking, liability product. **Good to have**: Life Insurance, General Insurance **Qualification**: Full-time Graduates **Roles and Responsibilities**: - Identify potential catchment...
-
Casa Sales Officer
2 weeks ago
Ahmedabad, Bengaluru, Vijayawada, India City Union Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Summary:The CASA Relationship Manager is responsible for acquiring and managing customers for Current and Savings Accounts (CASA). The role involves customer acquisition, relationship building, cross-selling banking products, and ensuring high levels of customer satisfaction. This position plays a vital role in increasing the bank's low-cost deposit base...
-
CASA Field Sales
1 week ago
Hyderabad, Telangana, India GRMAC Pvt ltd Full time ₹ 3,60,000 - ₹ 4,44,000 per yearJob Title: Field Sales OfficerLocation: ChennaiJob Description:We are looking for enthusiastic and result-driven professionals to join Equitas Bank as CASA Sales Officers. The role involves acquiring new customers and driving CASA (Current Account & Savings Account) growth while ensuring high customer satisfaction.Key Responsibilities:Acquire new CASA...
-
Sales Officer
2 weeks ago
Chennai, India Response Informatics Full timeHi, Greetings from the Response Informatics..! This is to inform you that, We have urgent requirements for a CASA Sales officer profile with one of our reputed client in the Banking Industry. if you are interested in the job below, please let me know and share your updated resume with me on **WhatsApp +91-XXXXXXXXXX **JOB DESCRIPTION** **Position...
-
Bengaluru/bangalore Delhi, India Acura Solution Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Description:Job DescriptionJob Title - Relationship Manager - First Wealth/CASAPlace of work - MumbaiBusiness Unit - Retail Banking Function -Branch BankingJob Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets,...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India SkillLabs Full time ₹ 5,00,000 - ₹ 15,00,000 per yearKey Roles And ResponsibilitiesCustomer Acquisition & Business Development:Acquire new CASA customers through cold calling, field visits, and references.Achieve monthly and quarterly CASA targets as assigned.Identify and tap potential business segments such as SMEs, traders, and professionals.Relationship Management:Maintain strong relationships with existing...
-
Marketing and Social Media Intern
2 weeks ago
HSR Layout, Bengaluru, Karnataka, India CASA Full time**Job Summary**: CASA is seeking a dynamic and creative Social Media Intern to join our team. This role is perfect for individuals with a passion for social media, video content creation, and presenting on various topics related to CASA's mission and projects. As a Social Media Intern, you will play a crucial role in amplifying our brand presence across...
-
Sales Manager-CASA/CA/HH/Bangalore
1 week ago
Bengaluru, Karnataka, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:Sales Strategy and Planning:Develop and implement sales strategies to achieve CASA sales targets.Conduct market analysis to identify opportunities for growth and development.Set sales targets and objectives for the team in line with company goals.Team Management:Lead, motivate, and manage a team of sales representatives.Provide training,...